Searching Companies

How to search for company records in Firefish

Searching company records in Firefish helps you quickly access the organisations you’re working with, whether you’re planning business development outreach, reviewing hiring history, or updating account details. You can search across all companies in your CRM, apply filters to refine results, and export or share your saved searches.

Use this guide if you want to: - Find companies based on criteria like location, industry or status - Include associated companies in your search - Save and export company search results

• Company Search Overview
• Search Filters and Options
• Search Results
• Saving, Sharing and Exporting Searches
• Troubleshooting Tips

Company Search Overview

To begin a company search:

1. Go to the Companies menu in your top navigation.
2. Click on Search to open the Company Search screen.

<Video: Opening the Company Search screen>

Search Filters and Options

Use the left-hand panel to apply filters such as:

• Name – Search by company name or keyword
• Location – Filter by town, region, postcode, or country
• Company Status – e.g., Prospect, Client, Archived
• Created Date – Find companies added within a date range
• Sector – Narrow results by industry sector
• Include Associated Companies – Toggle to include subsidiaries or linked organisations

Use AND/OR logic at the top of the filters panel to combine multiple search criteria.

Click Search at the bottom once your filters are selected.

Search Results

Once your search runs, results appear in the right-hand panel. From here you can:

• View and edit company details
• Click company names to open their records
• Reorder results by clicking column headers (e.g., sort A-Z)

You can customise visible columns by clicking the cog icon in the top right of the results area.

If you’d like to see the contacts working at a company, select the company (or companies) then press Get Contacts.

Saving, Sharing and Exporting Searches

To save your search setup:

1. Click the Save button above your filters.
2. Name your search and choose to make it private or shared.

Saved searches appear under My Saved Searches.

To share or schedule reports:

• Use the dropdown beside your saved search to select Share, Edit, or Delete.
• Click Schedule to send results automatically to selected users.

To export your search:

• Click the Export button in the top-right of the results panel.
• Choose file format (CSV or Excel) and download.

Troubleshooting Tips

• No results showing? Check that your filters aren’t too restrictive and confirm that archived companies are included if needed.
• Columns missing? Customise visible fields using the three dots menu in the results view.
• Can’t save search? Ensure you have selected at least one filter before saving.

For more help, see Why isn’t my company search returning results?

Still stuck? Contact your super user or reach out to the Firefish Support team.